Episode 573: Tesla Q2 Earnings Call Recap + FSD v14 Lite Goes Wide (REGULAR VERSION WITH ADS)
Jul 26, 2026 ยท 1h 59m
Topics discussed
Episode intro and personal Tesla update
FSD v14 light and Model 3 9th anniversary
Patreon poll and episode structure
Q2 earnings letter: revenue and stock reaction
Model Y L and Model S/X production end
Optimus production and Supercharger growth
Summer software update features
Q2 outlook and cost focus
Elon Musk opening statement on FSD and energy
Optimus production challenges and TerraFab
AI hardware, SpaceX, and Megapod design
Earnings call recap and FSD user stats
Xcare extended warranty sponsor segment
Robotaxi safety stats and scaling plans
Cybercab design and Optimus skepticism
Supply chain, regulation, and SFO robotaxi
Starlink integration and Cybercab features
Fleet scaling, Semi production, and AI chips
Hardware 4 upgrade plans and costs
FSD v14 light driving impressions
Daisy's birthday and movie recommendation
Tesla pro tip of the week
Sponsor segments: Abstract Ocean, RPM, detailing
Patreon shoutouts and episode outro
Listen ad-free on Castria